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TCF

Investment

Keydata victims: N&P did not supply KFDs until after sale

Dozens of Norwich & Peterborough (N&P) customers who invested in failed firm Keydata say they were not given key features documents (KFDs) on the products until after they had parted with their money.

clock 17 December 2010 •

Protection

Products to the people!

If there is a lesson to be learnt from the South African Zimele standard, it is to have product standards not standard products. Greg Becker explains

clock 07 December 2010 •

Your profession

Share Centre will pay exit fees to win axed Towry clients

The Share Centre is offering 'free' investment advice and a contribution toward any transfer charges to thousands of smaller clients offloaded by Towry.

clock 10 November 2010 •

Your profession

Consumer Panel: FSA should turn 'mystery shopper' on banks

The Financial Services Consumer Panel (FSCP) has called for more scrutiny of bank service to ensure customers make the right choices about financial services.

clock 09 November 2010 •

uncategorised

Top tips for assessing risk in retirement planning

Assessing a client's attitude to risk is all important when it comes to helping them plan for their retirement, says Lorna Blyth.

clock 02 November 2010 •

Underwriting

Revamping the process - claims

In recent years providers have concentrated on the underwriting elements of customer service. Rhys Dudding asks whether the other end, claims, is now ripe for an overhaul

clock 11 October 2010 •

Your profession

Investment outsourcing guide launched by AIFA and 7IM

AIFA has launched a guide to help member firms make a "more informed" decision on outsourcing the investment function.

clock 06 October 2010 •

Your profession

FSA will target slow-to-transition adviser firms

Advisory firms not actively preparing for the RDR will be considered investigation targets by the FSA, warns a City lawyer.

clock 01 October 2010 •

Your profession

What is the impact of charges on your fund?

The impact fund charges have on performance

clock 30 September 2010 • 5 min read

Equities

Advisers offered equity stake in low-cost asset manager

A new asset manager is offering advisers an equity stake in the business as it launches a range of RDR-compliant risk-rated funds.

clock 23 September 2010 •
8910
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